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Capital Group Dividend Growers ETF
CGDG

53 hedge funds and large institutions have $193M invested in Capital Group Dividend Growers ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,000% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 1

900% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 2

60% more capital invested

Capital invested by funds: $121M → $193M (+$72.2M)

51% more funds holding

Funds holding: 35 → 53 (+18)

0.08% less ownership

Funds ownership: 78.69% → 78.61% (-0.08%)

Holders
53
Holders Change
+18
Holders Change %
+51.43%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
31
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWS
Confluence Wealth Services
Pennsylvania
+$7.97M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$7.45M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.62M
4
MML Investors Services
MML Investors Services
Massachusetts
+$6.45M
5
LPL Financial
LPL Financial
California
+$4.19M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$13.1M
2
FTUS
Flow Traders U.S.
New York
-$526K
3
Citadel Advisors
Citadel Advisors
Florida
-$507K
Name Holding Trade Value Shares
Change 		Change in
Stake
CGPCS
1
Capital Group Private Client Services
California
$42.1M +$3.12M +113,234 +8%
CWS
2
Confluence Wealth Services
Pennsylvania
$26.1M +$7.97M +288,859 +46%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$20.5M +$7.45M +270,316 +60%
VA
4
Valmark Advisers
Ohio
$11.2M +$3M +108,636 +39%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.06M +$6.62M +239,992 +577%
SM
6
Sweeney & Michel
California
$7.73M +$7.37M +267,155 New
MML Investors Services
7
MML Investors Services
Massachusetts
$7.5M +$6.45M +233,844 +828%
CSPIA
8
Cary Street Partners Investment Advisory
Virginia
$7.25M +$273K +9,910 +4%
RIL
9
Rothschild Investment LLC
Illinois
$5.23M +$2.56M +92,815 +103%
Jane Street
10
Jane Street
New York
$4.71M +$2.26M +82,042 +99%
Stifel Financial
11
Stifel Financial
Missouri
$4.62M +$40.6K +1,474 +0.9%
LPL Financial
12
LPL Financial
California
$4.35M +$4.19M +151,982 New
Osaic Holdings
13
Osaic Holdings
Arizona
$4.13M +$1.72M +62,391 +76%
OMC
14
Old Mission Capital
Illinois
$3.84M +$1.87M +67,776 +102%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$2.86M +$846K +30,681 +44%
Morgan Stanley
16
Morgan Stanley
New York
$2.55M +$2.46M +89,235 New
AssetMark Inc
17
AssetMark Inc
California
$2.37M +$912K +33,058 +66%
Capital International Investors
18
Capital International Investors
California
$2.29M -$13.1M -475,000 -86%
RJA
19
Raymond James & Associates
Florida
$2.1M +$2.03M +73,508 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.03M +$939K +34,054 +92%
HI
21
Harbour Investments
Wisconsin
$1.8M +$1.43M +51,765 +462%
AAS
22
Ameritas Advisory Services
Nebraska
$1.72M +$1.67M +60,387 New
BFEC
23
Benjamin F. Edwards & Company
Missouri
$1.67M +$620K +22,486 +63%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.55M +$1.21M +43,961 +431%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.36M +$1.31M +47,452 New
1
2 3

CGDG Hedge Fund Activity: Q1 2024 in Review

53 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q1 2024, worth a combined $193M — up 60% from $121M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CGDG positions and 2 closed out — a net gain of 18 holders — while 31 added to existing stakes and 1 trimmed.

The largest buyer was Confluence Wealth Services, adding an estimated $7.97M. The largest seller was Capital International Investors, cutting an estimated $13.1M.

  • 53 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q1 2024, up from 35 in Q4 2023.
  • Funds reported $193M of Capital Group Dividend Growers ETF stock for Q1 2024, up 60% quarter-over-quarter.
  • 20 funds opened new Capital Group Dividend Growers ETF positions in Q1 2024 and 2 closed out, a net change of +18 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q1 2024 was Confluence Wealth Services, an estimated $7.97M added.
  • The largest Capital Group Dividend Growers ETF seller in Q1 2024 was Capital International Investors, an estimated $13.1M sold.

Based on aggregated 13F filings for Q1 2024.